Deep analysis by Morgan Stanley: 172% annual compound growth rate, who can seize the CPO opportunity?

According to a forecast by Morgan Stanley, as the NVIDIA Rubin server rack system begins mass production in 2026, the CPO market size is expected to expand at a compound annual growth rate of 172% from 2023 to 2030, reaching $9.3 billion by 2030. FOCI has secured the sole FAU supplier status for the first phase, while AllRing may supply key optical coupling devices in 2026. ASE has received a visit from NVIDIA's CEO at its Taichung factory, potentially becoming a core collaborative partner for the Rubin CPO system-level packaging.

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